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HoneyBook Software

Name: HoneyBook Software
Rating: 4.5 (2 reviews)

By HoneyBook Inc

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Highlights : About HoneyBook Software

Automatic emails

Automatic workflows

Client management

Contract management

Customer database

Customizable templates

About HoneyBook Software

HoneyBook is a cloud-based customer relationship management (CRM) solution designed for small businesses. The solution helps users manage business processes from inquiry through to invoicing. HoneyBook lets users manage projects, book clients, sign contracts online, send invoices and handle payments. HoneyBook features task management that lets users view and track various stages of a project. Users can keep invoices, contracts and other documents in one place. Also, users can respond to clients with automated appointment requests and follow-ups using personalized templates and notifications. In addition, automated payment reminders can be sent and task reminders can be created based on the projects. HoneyBook integrates with tools such as QuickBooks, Calendly, Zapier, Gmail and Google Calendar. HoneyBook provides its services on a monthly subscription basis. The solution offers a mobile application for Android as well as iOS users and support is provided via email, an online help center, community forum and over the phone.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Automatic emails

Automatic workflows

Client management

Contract management

Customer database

Customizable templates

Digital payments

Electronic signatures

Email integration

Invoice management

Invoicing

Online payments

Payment processing

Payment reminders

Payment schedules

Pipeline

Proposal sending

Proposals

Real time notifications

Status tracking

Third party integration

Benefits

Secure online payment

The secure online payment functionality within HoneyBook saves the time, effort and money needed to make multiple trips to the bank each week to deposit checks received.

Automatically track payment schedules

HoneyBook provides users with powerful tools to automatically track payment schedules, reservations, and leads

Monitor Analytics

The reporting feature allows users to monitor analytics on key metrics, including the combined value of all events, success rates, the percentage of posting, and more.

Email Reminders

HoneyBook allows users to set up email reminders that are automatically sent to customers when payments are due

Share Timelines

The platform enables all parties to see and share timelines, view event details such as dates, times, and addresses and communicate via email.

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